+469.1%
P vs MUB
+25.4%
+443.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.4% |
| 7D | -23.8% | +0.7% | -24.5% | -24.4% |
| 30D | -36.6% | +4.4% | -41.0% | -39.6% |
| 3M | +10.9% | -0.4% | +11.3% | +11.4% |
| 6M | +30.0% | -0.9% | +30.9% | +31.4% |
| YTD | +44.4% | +0.1% | +44.3% | +44.4% |
| 1Y | +3.9% | +0.5% | +3.4% | +3.5% |
| 3Y | +176.6% | +11.7% | +164.9% | +142.2% |
| 5Y | +249.3% | +3.2% | +246.1% | +236.1% |
| 10Y | +726.9% | +20.3% | +706.6% | +790.4% |
| All | +469.1% | +25.4% | +443.7% | +574.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling